Dalton Kazimoto is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining J.P. Morgan, he worked at The Vanguard Group and Swissport USA among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Hayden Fitzgerald is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill and Bank of America in 2024, he worked at Fidelity Investments from 2021 to 2024. Outside of finance, he has experience in legal services and retail through roles at McPhillips, Fitzgerald & Cullum L.L.P. and Amazon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Robert Prucha is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2015 and also works with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Radley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has worked at Cetera Investment Adviser LLC since 2006 and CETERA Financial Specialists LLC since 2004. In addition to her advisory role, she has worked as a health insurance agent since 1995, selling medical and dental insurance and receiving referral fees for group health insurance since 2007. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, and it supports advisors with a large network and over $256 billion in assets under management.

Maryuri Ramirez Murillo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. for two years. Prior to her financial services career, she spent four years in undergraduate admissions at UCLA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Erik Reichstein is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the City of Phoenix from 2016 to 2018. He holds a Series 66 license and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Erick Geryol is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in the restaurant industry as a silent partner in several establishments, including Rock Junction Inc., Ascenders LLC, and Barley Bros LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Ronald Fisher is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, BancWest Investment Services, Bank of the West, and BMO Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alejandro Fragoso is a CFP® and holds a Series 66 license with Charles Schwab. He has seven years of industry experience, including roles at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he worked at Fry's Food & Drug Stores for three years. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by a multi-asset allocation approach and centralized operational infrastructure.

Dylan Ollendieck is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at John Deere, Ascentra Credit Union, and TBK Bank Sports Complex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Todd Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. He is also involved with Todd OBrien LLC, a business entity registered for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

Brisa Ibarra is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branch offices, offering a range of advisory services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Stuart Boardman is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at BancWest Investment Services, Inc. and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Lilliana Alonzo Gomez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, N.A., and Chicanos por la Causa. She is also affiliated with Arizona State University. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jake Faust is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Envision Retirement and Heliospace Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Melina Thompson is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works at Edward Jones, where she has been since 2005 with a brief gap in 2021 when she was employed at Liveops Inc. Outside of her advisory role, she is a silent investor and owner of a restaurant in San Tan Valley, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Pochiro is an advisor at LPL Financial with Series 63 and Series 66 designations and three years of industry experience. He previously worked at The Vanguard Group and has a diverse background including positions at Arizona State University, Precision Graphics Inc., and Earnhart Buck GMC. Outside of his advisory role, he is employed as a driver for Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by technology tools for advisors.

Ryan Toronto is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and totaling 30 years of industry experience. He has been with LPL Financial since 2008, following previous roles at Cue Financial Group, Inc. and CUNA Brokerage Services, Inc. In addition to his advisory role, he is involved in the marketing and sales of fixed insurance products through several affiliated insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including model portfolio programs and third-party asset management, supported by a large network of advisors and integrated financial solutions.

Marcus Allen is a financial advisor with Wells Fargo Advisors in Tempe, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors serves a broad client base with a comprehensive range of investment products and services through one of the largest advisory networks in the industry.